Principal Accountant, Small Business Advisory

$90,000 - $120,000/Yr

The Bonadio Group - Rochester, NY

Full-time - Senior

Rochester, NY

Administrative and Support Services

About the position

The Principal Accountant will play a key role in the Small Business Advisory (SBA) team at The Bonadio Group, focusing on providing timely and accurate completion of client engagements. This position emphasizes work/life balance and offers opportunities for professional growth and development within a supportive environment.

Responsibilities

• Develop and manage client relationships to identify new business opportunities.
• Work with an engagement team to service clients across multiple industries.
• Ensure successful completion of client engagements, including tax compliance, research, correspondence, and planning.
• Review and prepare clear and concise working papers.
• Analyze diverse issues requiring evaluation of various factors, including current business trends.
• Develop effective working relationships with internal and external clients.
• Assist in client development and retention, including cross-selling services.
• Support clients with special projects such as budgeting, cash flow projections, tax planning, and sales tax.
• Deliver projects on time, within budget, and to client satisfaction.
• Lead, train, and mentor staff, providing oversight on client engagements and evaluative feedback.

Requirements

• A minimum of a bachelor's degree in accounting.
• CPA certification.
• A minimum of seven years of relevant recent CPA firm experience.
• Proven ability to provide mentoring and leadership to a team.
• Proven ability to develop and sustain business relationships to increase the firm's client base.
• Proficiency with Microsoft Office Suite, including Teams and Outlook.
• Willingness and ability to travel as needed.

Nice-to-haves

• Involvement in professional and/or community organizations.
• Experience with ProSystems FX/Engagement software.

Benefits

• Flexible work hours during summer months.
• Opportunities for professional development and training.
• Mentoring programs to support career growth.